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Home > Institutional Investor > Ullmann Financial Group, Inc. > Profile

Instuitional Investor - Ullmann Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Ullmann Financial Group, Inc.
Portfolio Value $752,623,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 241,988 $135,972,956 18.07%
2.
Ishares Tr
 1,521,408 $88,059,079 11.7%
3.
Ishares Trust
 IEF 643,165 $78,472,525 10.43%
4.
Dimensional Etf Trust
 1,176,015 $38,973,136 5.18%
5.
Dimensional Etf Trust
 887,068 $37,310,092 4.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)